The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Ames National Corp | Common Stock | 031001100 | 10,190 | 415,729 | SH | SOLE | 415,729 | 0 | 0 | ||
| Builders FirstSource Inc | Common Stock | 12008R107 | 11,220 | 263,000 | SH | SOLE | 263,000 | 0 | 0 | ||
| EMCOR Group Inc | Common Stock | 29084Q100 | 16,448 | 133,517 | SH | SOLE | 133,517 | 0 | 0 | ||
| Grand Canyon Education Inc | Common Stock | 38526M106 | 49,440 | 549,521 | SH | SOLE | 549,521 | 0 | 0 | ||
| Mitek Systems Inc | Common Stock | 606710200 | 7,590 | 394,092 | SH | SOLE | 394,092 | 0 | 0 | ||
| Pure Cycle Corp | Common Stock | 746228303 | 4,063 | 294,019 | SH | SOLE | 294,019 | 0 | 0 | ||
| First Financial Corp/IN | Common Stock | 320218100 | 20,883 | 511,582 | SH | SOLE | 511,582 | 0 | 0 | ||
| United Insurance Holdings Corp | Common Stock | 910710102 | 3,410 | 598,250 | SH | SOLE | 598,250 | 0 | 0 | ||
| Universal Insurance Holdings Inc | Common Stock | 91359V107 | 7,457 | 537,247 | SH | SOLE | 537,247 | 0 | 0 | ||
| Waterstone Financial Inc | Common Stock | 94188P101 | 8,378 | 426,125 | SH | SOLE | 426,125 | 0 | 0 | ||
| WW International Inc | Common Stock | 98262P101 | 67,963 | 1,880,543 | SH | SOLE | 1,880,543 | 0 | 0 | ||